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What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

Plus: Fitbit founders launch AI platform to help families monitor their health

Author

Hafizur Rahman
February 03, 2026

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🎇 AI NEWS TODAY 🎇

What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship

Oracle faces financial uncertainty due to the shaky relationship between OpenAI and Nvidia. Nvidia’s stalled $100 billion investment in OpenAI raises doubts. It might affect OpenAI's ability to fulfill its $300 billion cloud computing contract with Oracle.

Key points :

  • This contract is a key part of Oracle's $523 billion in performance obligations. It greatly affects the company's stock and financial outlook.

  • Oracle has started building data centres and taking on debt based on this deal. However, concerns about OpenAI's ability to secure funding remain.

  • OpenAI is looking for backing from investors such as SoftBank and Amazon. This comes as obligations hit $1.4 trillion. It aims for a $100 billion fundraising and a potential IPO by the end of the year.

  • Oracle plans to raise up to $50 billion through equity and debt. This move will help its cloud business, but it might reduce shareholder value. Analysts question if Oracle should keep recognising the $300 billion from OpenAI in its financial reports.

  • Changing this assumption could hurt Oracle’s investment-grade rating and financial credibility. Still, Oracle insists it is confident in OpenAI’s ability to meet its commitments.

Fitbit founders launch AI platform to help families monitor their health

Fitbit co-founders James Park and Eric Friedman have started Luffu, an AI health platform. It helps families monitor and manage their health together. This initiative seeks to reduce the mental burden of caregiving. It offers a central system for tracking health information.

Key Features :

  • AI-Powered Insights: The platform uses AI to learn daily patterns and spot changes. It provides alerts and insights to help families tackle health issues quickly.

  • User-Friendly Data Logging: Users can log health info through voice, text, or photos. This makes it easy for everyone, no matter their tech skills.

  • Users can ask simple questions like, “Is Dad’s new meal plan changing his blood pressure?” or “Did someone give the dog his medication?”” to get relevant updates.

  • Park's journey with his mother's care, mixed with language barriers and unclear info, inspired Luffu. He stressed the need for a solution that keeps families informed without making loved ones feel watched.

  • Luffu is currently available as an app, with plans to expand into hardware in the future. The platform collects health information from devices, calendars, and paper documents. Then, it combines everything into one system.

Ronnie Sheth, CEO of SENEN Group, emphasises a practical way to adopt enterprise AI. She notes that many companies jump into AI projects too quickly. They often overlook the need for good data quality.

Key Points :

  • Sheth warns that poor data quality can hurt AI results, wasting resources and missing chances. She suggests that organizations improve their data infrastructure first. Then, they can deploy AI solutions. This groundwork leads to more effective and valuable AI applications.

  • Sheth also notes the shift from test AI projects to strategic uses that give clear value. She emphasises that businesses need to move past pilots and concentrate on real AI applications that match their goals.

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